| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
2
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 43 Target Date 2041-2045 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.13 percent over the past year, 13.19 percent over the past three years, and 3.54 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.0% |
| 1 Year | 24.1% |
| 3 Years (Annualized) | 13.2% |
| 5 Years (Annualized) | 3.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American funds in different combinations and weightings. The underlying American funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.
Fees
Fees are High compared to funds in the same category.
American Funds Target Date Retirement 2045 Fund has an expense ratio of 1.08 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
